Over TaxDome

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Prijzen vanaf:

€ 50,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor TaxDome

Voornaamste voordelen van TaxDome

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Oostenrijk, Australië, België, Brazilië, Canada , Duitsland, Spanje, Frankrijk, Verenigd Koninkrijk, Italië, Nederland, Portugal, Verenigde Staten

Ondersteunde talen

Deens, Duits, Engels, Fins, Frans , Italiaans, Nederlands, Portugees (Brazilië), Spaans, Zweeds

Prijzen vanaf:

€ 50,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor TaxDome

Afbeeldingen

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Functies

Totaal aantal functies van TaxDome: 65

  • Aanpasbare branding
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Activiteiten volgen
  • Activiteitendashboard
  • Administratie
  • Afsprakenbeheer
  • Auditbeheer
  • Audittrail
  • Belastingbeheer
  • Belastingberekening
  • Beveiligde gegevensopslag
  • Bijhouden van vervaldatums
  • Btw-beheer
  • Communicatiebeheer
  • Compliancebeheer
  • Configureerbare workflow
  • Controle van goedkeuringsbeheer
  • Debiteuren
  • Documentbeheer
  • Documenten opslaan
  • Documentsjablonen
  • E-mailbeheer
  • Elektronische betalingen
  • Email Reminders
  • Factureren
  • Factuurbeheer
  • Factuurverwerking
  • For Tax Practices
  • Gegevens importeren en exporteren
  • Goedkeuringswerkstroom
  • Herinneringen
  • Integraties van derden
  • Kasstroombeheer
  • Klantenbeheer
  • Klantenportal
  • Meerdere valuta's
  • Messaging
  • Mobiele toegang
  • Naleving van fiscale wetgeving
  • Online betalingen
  • Payrollbeheer
  • Personeelsbeheer
  • Personeelsbeheer
  • Projectbeheer
  • Projecttijd bijhouden
  • QuickBooks-integratie
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime updates
  • Roosterbeheer
  • Status bijhouden
  • Taakbeheer
  • Tijd bijhouden
  • Timer
  • Toegangsopties/machtigingen
  • Toetsing van bankgegevens
  • Verwerking van ACH-betalingen
  • Verwerking van creditcards
  • Voor accountancybedrijven
  • Voor accountants
  • Voortgang bijhouden
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken/filteren

Alternatieven

Ignition

4,7
#0 alternatief voor TaxDome
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Financial Cents

4,7
#1 alternatief voor TaxDome
Financial Cents is software voor het beheer van boekhoudpraktijken die is ontworpen om boekhoud- en accountantskantoren...

HubSpot CRM

4,5
#2 alternatief voor TaxDome
Bespaar waardevolle verkooptijd met HubSpot CRM, dat zorgt voor alle kleine details van het opnemen van telefoongesprekk...

Liscio

4,8
#3 alternatief voor TaxDome
Liscio’s platform makes it simple for ACCOUNTANTS to work with their CLIENTS online. Liscio provides all the tools...

Reviews

Totaalscore

4,7 /5
(2.643)
Prijs-kwaliteitverhouding
4,7/5
Functies
4,7/5
Gebruiksgemak
4,5/5
Klantenondersteuning
4,7/5

Heb je TaxDome al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

5 van 2.643 reviews worden weergegeven
Rolette
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Great Product

Beoordeeld op 10-3-2021

Pluspunten

I love how there's templates. It really helped with implementing and creating processes.

Minpunten

I haven't come across any just yet. So far it's good and I really like it.

Overwogen alternatieven

ClickUp, Asana en Pixie

Redenen om voor TaxDome te kiezen

Easier to implement and easier to work.

Overgestapt van

17hats en SuiteDash

Redenen om over te stappen op TaxDome

Pricing played the role in it, but again, the templates really helped.

Antwoord van TaxDome

Hi Rolette,

Thank you for your feedback.

Alexandria
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Former Canopy User

Beoordeeld op 26-12-2022

Pluspunten

The functionality, price, and ease of use make this software far superior to canopy

Minpunten

Nothing Yet.

Overwogen alternatieven

Bitrix24

Redenen om voor TaxDome te kiezen

Canopy kept changing their price structure and reducing functions for the price point I was at when I started with Canopy as an OG

Overgestapt van

Canopy

Redenen om over te stappen op TaxDome

Bitrix24 was too bulky for my firm with no support to get set up
Stephanie
Totaalscore
  • Sector: Financiële dienstverlening
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 3.0 /10

Just beginning

Beoordeeld op 12-12-2022

Pluspunten

I like what the software promises and hope it will deliver

Minpunten

I least like that it is difficult to administer

Antwoord van TaxDome

Thank you, Stephanie. Your feedback is valuable to us.

We are happy to hear that.
Please let us know if there is anything we can do for you, or if you need assistance with anything. Our support is free and unlimited, and our team will be happy to assist you.

Have a wonderful day

Marc
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 6.0 /10

Tax Dome Document Management

Beoordeeld op 30-10-2022

Setup is pretty easy, but it would be nice to have a file transfer system that could handle...

Setup is pretty easy, but it would be nice to have a file transfer system that could handle multiple folder to folder transfer setup so that everything from your old portal could be transferred to the tax dome portal in one fell swoop versus transferring everything manually from folder to folder via the tax dome drive.

Pluspunten

The document management system seems quite robust, and the security and encryption features built into the software seem top notch.

Minpunten

The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.

Overwogen alternatieven

Citrix ShareFile, Onehub en TitanFile

Redenen om voor TaxDome te kiezen

SmartVault was kind enough to implement a 288% price increase for the 2023 tax year.

Redenen om over te stappen op TaxDome

Tax Dome presence and support in the tax community and affiliation with NAEA and NATP were the main reasons I went with Tax Dome.

Antwoord van TaxDome

Thank you, Marc. Your feedback is valuable to us.

As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions
Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote.

If you have any questions, or need assistance with anything, please let us know.

Have a wonderful day.

Sara
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Wanted Everything

Beoordeeld op 24-1-2023

I really didn't have much time with the trial and purchased because I know this will be good for my...

I really didn't have much time with the trial and purchased because I know this will be good for my business ultimately!

Pluspunten

I liked that this software has pretty much everything I could imagine a software having, I would prefer to learn one software really well than to learn 10 different softwares. I like that it was built by accountants for accountants and bookkeepers.

Minpunten

I wish it had SMS messaging but apparently that is in the works. Also, it is a LOT of information to get started. I know it has everything I need though so I'm sticking with it!!

Overwogen alternatieven

ClickUp en Asana

Redenen om over te stappen op TaxDome

This had way more value for the money I think.
5 van 2.643 worden weergegeven Lees alle reviews

TaxDome - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over TaxDome.

TaxDome kent de volgende prijsmodellen:

  • Vanaf: € 50,00/maand
  • Prijsmodel: Abonnement
  • Gratis proef: Beschikbaar

TaxDome offers a 14-day free trial for new users, after which the software is available Lite plan - at $25 per month billed annually. Pro plan - at $50 per month per user billed annually. A $75 per month per user - additional monthly subscription for seasonal staff.

TaxDome heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

TaxDome ondersteunt de volgende talen:

Deens, Duits, Engels, Fins, Frans, Italiaans, Nederlands, Portugees (Brazilië), Spaans, Zweeds

TaxDome ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

TaxDome kan worden geïntegreerd met de volgende toepassingen:

AcuityCRM, Calendly, Gmail, Microsoft Outlook, Quickbooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier

TaxDome biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Telefonische ondersteuning, Chatten

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